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Financial Planning for
Dell Executives


MINIMIZE TAXES    INVEST SMARTER    MAKE WORK OPTIONAL

Financial Planning Expertise for Dell Executives

We help Dell directors, distinguished engineers, and other employees
make the most of high-income years and confidently plan for life after Dell.



Money bag icon representing tax-efficient equity compensation planning for Dell executives

How do I handle equity compensation and bonuses without getting crushed by taxes?



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Am I taking advantage of the advanced planning opportunities available to me?



Palm tree and waves icon representing lifestyle and retirement planning for Dell professionals

How do I balance enjoying life now with saving tax-efficiently for the future?


What You Can Expect When We Work Together




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Confidence

Gain clarity on your full financial picture. Our planning process ensures you’re on track and fully understand where you stand.




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Expertise

We make complex financial decisions easier to understand and take action. We specialize in guiding Dell employees through their financial journey.




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Customization

Your plan evolves with your life, not a cookie-cutter approach. We help connect the dots from where you are today to where you want to be.


Ready to Plan Your Financial Future?


Here’s our process to help you decide if we’re the right fit.



Step 1: Intro Meeting

A quick 30-minute Zoom conversation to make sure we’re a good fit.


Step 2: Discovery

You share your goals, challenges, and what matters most.


Step 3: Review Goals

We walk through our planning approach, including tax planning, investments, and retirement.


Step 4: Think About It!

You decide if it’s the right fit. No sales pitch, no obligation.


Dell Employee Benefit Planning Resources



  • RSU
  • 401(k)
  • Mega-Backdoor Roth
  • Deferred Compensation
  • HSA
  • Disability Insurance
  • Life Insurance

Disclosure: Even though many of our clients are current and former Dell employees, Safe Landing Financial is not affiliated, associated, or endorsed by Dell. This information is supplied from sources that we believe to be reliable, however, we cannot guarantee the accuracy. All information is subject to change without notice. Please refer to your Dell benefits guide for up-to-date information.

Contact Safe Landing Financial


Serving Dell employees virtually nationwide.
*Meetings by appointment only.
**All meetings are being held virtually until further notice.



CERTIFIED FINANCIAL PLANNER™ FOR DELL EMPLOYEES


Brian Fry is a CERTIFIED FINANCIAL PLANNER helping high-earning Dell employees:


  • Minimize Taxes
  • Invest Smarter
  • Make Work Optional

Meet Brian